Denver Wealth Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
10,465
-654
| -6% | -$15.4K | 0.1% | 81 |
|
|
2025
Q1 | $262K | Sell |
11,119
-107
| -1% | -$2.52K | 0.12% | 77 |
|
|
2024
Q4 | $265K | Sell |
11,226
-93
| -0.8% | -$2.2K | 0.12% | 72 |
|
|
2024
Q3 | $268K | Buy |
11,319
+85
| +0.8% | +$2.02K | 0.12% | 77 |
|
|
2024
Q2 | $264K | Buy |
11,234
+203
| +2% | +$4.77K | 0.13% | 73 |
|
|
2024
Q1 | $261K | Buy |
11,031
+297
| +3% | +$7.03K | 0.13% | 73 |
|
|
2023
Q4 | $257K | Buy |
+10,734
| New | +$257K | 0.15% | 64 |
|